Client Service Associate

Beacon Hill; Boston (MA); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Discretionary bonus

Retirement plan

Comprehensive benefits

Job summary

Beacon Hill is seeking a Client Service Associate to support clients and the advisory team in a stable, relationship-driven environment. The role combines client service, operational coordination, event support, and administrative tasks in a professional office.

The ideal candidate has 2+ years of client-facing or administrative experience, preferably in financial services, with strong communication, CRM skills, and the ability to manage multiple priorities independently.

Qualifications

• 2+ years in client-facing, administrative, or operations roles.
• Experience in financial services or professional services preferred.
• Strong written, verbal, and phone communication skills.
• Ability to manage multiple priorities with minimal supervision.
• Experience with CRM and database management.
• Professional, client-focused approach with interpersonal skills.

Responsibilities

• Serve as primary contact for client inquiries by phone, email, and in person.
• Maintain CRM records and support account-related administration.
• Coordinate educational events and seminars (logistics and attendee communications).
• Assist with business processing, operational workflows, and compliance activities.
• Partner with external vendors on marketing initiatives.
• Provide day-to-day administrative support to the advisory team.

Skills

Client-facing

Administrative support

Operations coordination

CRM proficiency

Communication skills

Organization

Education

Degree preferred

Tools

CRM platforms

Database management

Job description

Client Service Associate to $80K - Join a Stable and Relationship-Driven Financial Services Team!

Our client, a well-established financial services firm, is seeking a Client Service Associate to provide outstanding support to clients and contribute to the success of a collaborative advisory team. This role combines client service, operational coordination, event support, and administrative responsibilities in a professional office environment. The ideal candidate has 2+ years of experience in client-facing, administrative, or operations roles, preferably within financial services or another professional services setting.

• Work Model: In Office
• Degree: Preferred
• Responsibilities include serving as a primary contact for client inquiries by phone, email, and in person; maintaining accurate CRM records and supporting account-related administration; coordinating educational events and seminars, including logistics and attendee communications; assisting with business processing, operational workflows, and compliance-related activities; partnering with external vendors on marketing initiatives; supporting client relationship management efforts; and providing day-to-day administrative assistance to the advisory team.
• The ideal candidate possesses 2+ years of professional office experience, preferably within wealth management, banking, insurance, tax, or a related field; strong written, verbal, and phone communication skills; ability to work independently and manage multiple priorities with minimal supervision; excellent attention to detail and organizational skills; experience with CRM platforms and database management; a professional, client-focused approach; and the interpersonal skills to build trust with clients and colleagues alike.

Enjoy a highly stable team environment, comprehensive benefits, discretionary bonus opportunities, retirement plan contributions, and the chance to work with a respected organization known for exceptional employee retention!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.